We are looking for a responsible, organised, and proactive Back Office Operation Executive for our client based in Navi mumbai,to handle back-office activities, trade execution support, client servicing, basic research assistance, and day-to-day office management.
This role is ideal for someone who is detail-oriented, disciplined, and genuinely interested in finance and stock markets.
Monday to Friday: 9:00 AM – 6:30 PM
Saturday: 10:00 AM – 3:30 PM
Coordinating account opening (AOF, KYC, documentation, follow-ups)
Maintaining client records, compliance files, and audit reports
Managing daily payout/pay-in activities
Preparing MIS, statements, contract notes, ledgers, and regular reports
Executing equity and derivatives orders as per client instructions
Monitoring RMS alerts, margins, limits, and order status
Coordinating with internal departments to resolve trade-related issues
Handling client queries through phone, email, and WhatsApp
Guiding clients on online trading platforms
Assisting with statements, downloads, and basic platform navigation
Tracking daily market updates, news, and financial data
Preparing simple internal research notes
Assisting the advisor with data compilation and research tasks
Overseeing daily office operations and housekeeping
Coordinating with vendors, service providers, and housekeeping staff
Managing stationery, printing, bill payments, and petty cash
Ensuring smooth functioning of internet, systems, and office equipment
Scheduling meetings, maintaining office calendar, and follow-up activities
Basic understanding of stock market operations (preferred)
Strong organisational and office management skills
Good communication and coordination abilities
Proficiency in MS Excel, PowerPoint, Email & Reporting
High attention to detail with the ability to multitask
NISM certification is an added advantage
Freshers or candidates with 0–3 years of experience in
back office, administrative roles, trading support, or broking operations